Firm Information

Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
12 advisors
Number of Clients
387 clients
Average Client Portfolio
$620K average
Assets Under Management
$240.0M

Fee Structure

Minimum Investment:None
Financial Planning:Included in AUM fee
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $1.5M2.00%
$1.5M - $3.0M1.75%
$3.0M - $5.0M1.50%
$5.0M - $10.0M1.00%
$10M+1.00%

Fees negotiable for amounts over $10,000,000.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
Financial Plan Fee:Up to $10,000
Hourly Rate:Up to $350/hr

Black Knight Wealth Management charges a percentage of your assets under management. The rate is negotiable, but can be up to 2.00% on the first $1,500,000. Financial planning fees are up to $10,000 for fixed fees or up to $350 per hour for hourly fees. Personal service fees are negotiable. Clients are responsible for third-party fees. Clients may terminate the agreement within five business days for a full refund.

Areas of Practice
Investment ManagementRetirement PlanningEducation PlanningFinancial Planning & CoachingInsurance PlanningTax PlanningHigh Net Worth
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Advisor Information

Office location

Frisco, TX

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Regulatory History (1)
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Employment Separation After Allegations
October 2018
Other Business Activities

Jonathan owns Black Creek Consulting LLC, where he provides sales consulting to investment firms.

Employment History
Current Registrations
Black Knight Wealth Management, LLC
November 2020 - Present · 5 yrs 2 mos
Previous Registrations
Morgan Stanley
February 2014 - November 2018 · 4 yrs 9 mos
Morgan Stanley Broker
March 2013 - November 2018 · 5 yrs 8 mos
State Registrations1 state
TX
Advisor
Exams
No exam information available for this advisor.